The Rotary Foundation’s Future Vision Plan

The Rotary Foundation’s Future Vision Plan
Future Vision Plan Update, Nov 2008 The Rotary Foundation’s Future Vision Plan It is my pleasure to present an update on the Future Vision Plan of The Rotary Foundation. The Trustees have taken significant steps in reviewing the current programs and operations of our Foundation and envisioning its potential in our second century of service. We will be celebrating our 100th anniversary of the Foundation in the next decade, and we continually strive to improve our Foundation—making it stronger, more prominent, and more accessible. The new grant structure of the new Future Vision Plan attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, greater flexibility, and greater sustainability in their work. The Foundation has listened to Rotarians’ concerns and formulated this strategy based on this feedback. The new grant structure attempts to optimize contributions to our Foundation so that clubs and districts can maximize the use of funds for greater impact, flexibility, and sustainability in their work. Future Vision Update, Nov. 2008

Future Vision Plan Update, Nov 2008
Why Plan? Preparing for The Rotary Foundation Centennial Immense growth Relevance in philanthropic world Evolving organization Rotarian feedback Sustainability, significance, simplification Now, “Why the Future Vision Plan”? As the Trustees began to prepare for The Rotary Foundation’s centennial in 2017, it became apparent that the organization needed to pay attention to the delivery of services. We have seen an immense growth in the work of The Rotary Foundation, particularly in the area of humanitarian grants. The Matching Grants program began in In the first 35 years of the program that is from 1965 until 2000 the first 10,000 matching grants were awarded. It only took four more years to award the second 10,000 matching grants = 10,000; = 6,700 grants). The Rotary Foundation became a victim of its own success! Here in Evanston the Rotary staff was drowning in the paper work involved in Matching Grants. So the Trustees saw this as an opportunity to ensure that the Foundation would remain relevant in the philanthropic world and meet the needs of Rotarians in this evolving organization. The Trustees and Board felt that we needed to take actions to be sustainable and significant in our projects, and we needed to simplify the programs of the foundation as much as possible. In February 2005, the Future Vision Plan of The Rotary Foundation was initiated by the Trustees. This is our strategic plan for the future. Future Vision Update, Nov. 2008

2017 Vision: A Premier Foundation Permanent Fund approximately US$ M APF grows to ~US$153M Fewer transactions, less staff Increased and diversified giving Polio Eradicated Authority on critical issues (e.g.: water) Significant strategic partners A Top 50 Foundation Efficient and effective operations So, what will a “new” Foundation look like in the future? Here are just a few of the outcomes that we would like to realize in the next eight to ten years. Of course our number one objective is to have Polio eradicated from the face of the earth. We should be the first choice organization for partnerships among significant non-profit organizations around the world. We would like to see the permanent fund of the Rotary Foundation grow to the level of 7 to 800 million dollars and have annual giving to the annual programs fund reach 150 million dollars per year. Future Vision Update, Nov. 2008

Name Recognition The Rotary Foundation belongs with some of the biggest names in the philanthropic world. Our name should be as recognizable as these that you see on the screen, including the Bill and Melinda Gates Foundation, the Ford Foundation and others. Future Vision Update, Nov. 2008

Rotarian Feedback Simplify and focus program menu Balance — global and local Focus on significant and sustainable outcomes Increase sense of ownership — shifting decisions locally Be recognized as first-choice partner for global projects The Future Vision Committee and the Trustees did not develop this plan in a vacuum. We first considered input gathered from surveys of nearly 10,000 Rotarians, focus groups, and interviews with Rotary leaders. Change can be difficult to accept, and we recognize that this plan may not satisfy all Rotarians. However, we believe that it speaks volumes to the needs and expectations of a majority of Rotarians. The feedback that we received informed the principle objectives of the Future vision Plan. To simplify and focus our program menu, to provide a balance between global and local activities, to focus on significant and sustainable outcomes, to increase a sense of ownership of the Foundation among Rotarians by shifting more decisions locally and to be recognized as a first choice partner for global projects. Future Vision Update, Nov. 2008

Rotary Foundation Motto & Mission
Future Vision Plan Update, Nov 2008 Rotary Foundation Motto & Mission Doing Good in the World …to enable Rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. COL Endorsed, April 2007 Early in the process the trustees, through the recommendation from the Future Vision Committee, adopted the motto mission statement and priorities of the Future Vision Plan, which were approved and endorsed by the Rotary International Board of Directors and the 2007 Council on Legislation. The motto for The Rotary Foundation is “Doing good in the world”, the famous words of past president Arch Klumph from 1917. The mission of The Rotary Foundation is to enable Rotarians to advance world understanding, good will and peace, through the improvement of health, the support of education and the alleviation of poverty. Based upon the principle areas of the mission statement the Trustees of The Rotary Foundation and the Board of Directors of Rotary International have approved six areas of focus for The Rotary Foundation in the future. Future Vision Update, Nov. 2008

Areas of Focus Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development The approved areas of focus, calling upon key points of The Rotary Foundation mission are: peace and conflict prevention and resolution… disease prevention and treatment… water and sanitation…. maternal and child health….. basic education and literacy….. and economic and community development. The Trustees have committed to these areas of focus for at least nine years. The Trustees and the Board of Directors of Rotary International are encouraging clubs and districts to focus their foundation efforts in these six areas even before the Future Vision Plan is implemented. Future Vision Update, Nov. 2008

Grant Names Rotary Foundation District Grants Global Grants All of the grants of the Rotary Foundation will be delivered through two grants, Rotary Foundation District Grants and Rotary Foundation Global Grants. Future Vision Update, Nov. 2008

Rotary Foundation District Grants
Future Vision Plan Update, Nov 2008 Rotary Foundation District Grants Simple, flexible, innovative Educational and humanitarian projects and activities consistent with mission Smaller activities and projects Local decision making with broader guidelines Rotary Foundation District Grants provide simplicity, flexibility, and opportunities for innovation. Clubs and their district will work together to fund smaller educational and humanitarian activities and these projects can be conducted either locally or internationally. The District Simplified Grants that we are familiar with already in the Rotary Foundation are a model of how “District Grants” will work in the future. These projects and activities should support the mission of the Rotary Foundation, allowing a broad range of choices for clubs and districts. The funding will come from the Rotary Foundation, but be administered at the district level providing a funding mechanism for the smaller projects that clubs and districts wish to undertake either in their local area or internationally. Future Vision Update, Nov. 2008

Rotary Foundation District Grants
Future Vision Plan Update, Nov 2008 Rotary Foundation District Grants Qualified District TRF Submits Request Rotary Clubs Impact Qualified District Mission related Block Grant DDF Individuals Disburse funds Rotary-affiliated entities Local and global communities Let’s look at Rotary Foundation District Grants in more detail. As I mentioned district grants are modeled after the current District Simplified Grants, and are provided as block grants to districts, utilizing a portion of each districts District Designated Funds. The district will request this districts grant and the Foundation will award the block grant from the available District Designated Fund, or DDF, to the district. The district will then work with the clubs within that district, with individuals, with other Rotary affiliated entities, and cooperating organizations to award funds to conduct projects both locally and globally. Cooperative Organizations/ NGOs Future Vision Update, Nov. 2008

Rotary Foundation Global Grants
Future Vision Plan Update, Nov 2008 Rotary Foundation Global Grants Long-term projects Rotarian participation Larger grant awards Sustainable outcomes International partnerships required for club- and district-developed grants Rotary Foundation Global Grants focus on sustainable impacts with long-term effects that meet specific standards of quality and include Rotarian participation. Global Grants attempt to leverage global resources and expertise with strategic partners. We will talk shortly about how the current programs of the Foundation in the humanitarian area and the educational area will fit within the Future Vision Plan and the District and Global Grants. But, simply put all of the current Foundation activities can in some form or fashion be accomplished in the new plan. The will fund longer term projects that will have significant Rotarian participation. These will be the larger grants with sustainable outcomes and international partnership will be required for club- and district- develop Global Grants. Future Vision Update, Nov. 2008

Rotary Foundation Global Grants
Future Vision Plan Update, Nov 2008 Rotary Foundation Global Grants Qualified Club or District TRF Global Grant Qualified Club or District Impact Submits Proposal Areas of Focus Award Club or District Developed Grant World Fund match to DDF/cash Award Packaged Grant World Fund Global communities Rotary Foundation Global Grants will be awarded in the six areas of focus. Under this grant type, clubs and districts will select from two options. There will either be club- and district-developed global grants or there will be packaged global grants. Club- and district- develop global grants are those sorts of activities that we are already very familiar with in the Rotary Foundation. A Rotary club in one part of the world identifies a need, partners with a Rotary club in another part of the world and through a matching grant or a 3-H grant obtains the funding to meet that specific community need. Both humanitarian and educational activities will be involved with global grants, and they must meet the minimum award amount and relate to one of the areas of focus to be eligible. Packaged grants will likely be coordinated with one of the Foundation’s strategic partners. The Foundation will work to provide projects and activities that are “off the shelf”. These activities are pre-packaged and include have a set of criteria and steps that clubs can follow to implement these projects very easily. They will have a standardized approach in creating, implementing, monitoring, and reporting for the project. It is anticipated that packaged grants will be funded entirely by the World Fund or in coordination with the strategic partner. We will talk about strategic partnerships shortly. Future Vision Update, Nov. 2008

Qualification Clubs and districts must be qualified to receive Rotary Foundation funds Ensures proper legal, financial, and stewardship controls of grants Qualification process is simple Goal for every district to become qualified Districts will be trained to qualify their clubs To participate in this new grant-structure, districts and clubs must be qualified by the Rotary Foundation. The Foundation is designing a simple process for districts to complete before applying for their first year’s district and global grants. It is anticipated that qualification will be renewable every three years. Clubs who wish to participate in global grants will also need to be qualified by their districts. This will be a simple process. Each district would be required to meet a certain minimum standard in terms of agreement of the clubs to participate, training, district leaders, and having the established committees and processes in place to ensure the effective implementation of projects and activities of the Rotary Foundation. Future Vision Update, Nov. 2008

Current Program Transition
Future Vision Plan Update, Nov 2008 Current Program Transition District Grants Activities currently funded by: Grants for University Teachers Ambassadorial Scholarships (cultural, multi-year, academic year) Group Study Exchange Regional Scholar Seminar Grants District Simplified Grants Smaller Matching Grants Volunteer Service Grants Disaster Recovery Global Grants Activities currently funded by: Academic-Year Ambassadorial Scholarships Group Study Exchange Larger Matching Grants 3-H Grants Rotary Centers for International Studies How do our current programs fit within this new structure? Here on this slide you see a list of our current programs and where they can fit within district grants and global grants. As mentioned earlier, District grants will fund smaller projects, and projects that have less sustainable outcomes. So you will certainly see smaller matching grants, volunteer service grants, tradition GSE, and scholars outside the areas of focus. And of course District Simplified Grants themselves are the model for District grants in the future. On the other hand the larger projects and activities consistent with the areas of focus will be funded through global grants. These will include ambassadorial scholarships, group study exchange, the larger matching grants, 3-H grants and the Rotary Centers for International studies. If a district wishes to send an ambassadorial scholar or a GSE team within the six areas of focus and meets the minimum grant requirement, it will be funded through global grants. The Rotary Centers for International studies will fit into the concept of Global grants and will remain the same. But let’s not forget, Polio Plus is the #1 priority of our organization and is outside of the new grant structure being discussed here. Future Vision Update, Nov. 2008

Examples of Activity District Grants — Mission-related Exchange of mixed profession vocational training teams with another district (traditional GSE) International travel for local doctor to volunteer at a clinic Scholarship for student to attend local or international university (traditional scholar) Donating art supplies to assist youth after-school program Send ShelterBox containers in response to natural disaster in another district All of the activities of The Rotary Foundation must be related to the mission of the Foundation as approved by the Council on Legislation. This slide shows the types of projects that can be undertaken with district grants. You could have an exchange of mixed professions in a vocational training team and send that team to another district. This mixed profession vocational training team would come under the purview of district grants, because it is not within the six areas of focus. Another possibility is to donate art supplies to assist a local youth after school program. This sort of activity would be funded by a district grant rather than a global grant for two reasons: while it would be in the area of focus by providing education, it would not qualify for a global grant because it is not an international project. And also because of the small level of funding that would be involved. Future Vision Update, Nov. 2008

Examples of Activity Global Grants — Areas of Focus International safe drinking water, sanitation, and hygiene education project Send scholar abroad to enroll in water engineering degree program International malaria project to distribute bed nets and malaria treatments Send vocational training team abroad to participate in workshop and learn teaching methods to address adult illiteracy Moving on to global grants, and seeing some projects within the areas of focus, you can see the distinction between these grants and the activities funded by district grants. Here there we could send a scholar abroad to enroll in a water engineering degree program at a university in another country. Or we could fund an international malaria project to distribute bed nets and malaria treatments. Future Vision Update, Nov. 2008

Strategic Partnerships
Future Vision Plan Update, Nov 2008 Strategic Partnerships Rotary International/The Rotary Foundation Foundation Areas of Focus Global Grants — Packaged Opportunities Districts/Clubs Financial and/or Human Resources Strategic Partners Financial Resources Technical Expertise Advocacy Now we’ve talked about the two types of grants, and we mentioned in this process the strategic partnerships. In the future The Rotary Foundation will work with strategic partners who will provide support to Foundation global grant projects in a variety of ways. The Foundation will identify partner organizations in each of the six areas of focus. Strategic partners will provide financial resources, technical expertise, or advocacy, or a combination of those three recourses. With theses partners, you can see different alternatives. In some case partners will provide funding directly to the Rotary Foundation for projects and activities. In other circumstances partners and the Rotary Foundation together will provide funding to support a shared project or activity. And in certain circumstances because of the expertise of the partner involved, the Rotary Foundation will provide funding directly to the partner to support the project or activity of a Rotary club or district. Now this may seem unusual for the Rotary Foundation to provide funding to another partner organization. But we are not talking about giving funds to a partner to do with as they please. Strategic partners will be just that. Partners with the Rotary Foundation and with clubs and districts to support the works and efforts of Rotarians to provide support to the communities in need. Community Future Vision Update, Nov. 2008

Funding Model ANNUAL PROGRAMS FUND 50% 50% SHARE District Controlled Trustees Controlled District Designated Fund World Fund Other (Cash, DAF, Permanent Fund) 50% (max) 50% (min) Now, how do we fund this new grant structure? The current SHARE system will remain—Annual Programs Fund will be split 50/50 between the DDF (the District Designated Fund) and the World Fund. Within the DDF, each district may elect to receive up to 50% of the available DDF for Rotary Foundation District Grants. At district’s direction, the remaining DDF—that is at least 50% as districts can choose to use up to a maximum of 50% for district grants— along with the World Fund, cash flow through from contributions, permanent fund earnings, named gifts, and donor advised funds will support Rotary Foundation Global Grants. Keep in mind that the current World Fund matching concept will remain in the funding model. All club- and district- developed global grants will provide a World Fund match to DDF, cash and Donor Advised Funds, regardless of activity. The Foundation will no longer provide a World Fund match for smaller, less strategic projects and activities that will be undertaken by district grants. As mentioned earlier, the Trustees approved the concept that packaged grants will be primarily funded solely from the World Fund. However, there may be circumstances the clubs and districts may also use DDF and cash to develop packaged grants. District Grants Global Grants (World Fund match to DDF and cash) Future Vision Update, Nov. 2008

Funding Attributes District Grants Initiated by districts Block grant District administers General TRF guidelines Creativity and accountability Local and DDF funding only Up to 50% DDF - No min. or max. monetary limits Now here are some of the details of the funding characteristics of the district grants. The district grant is initiated by the district. It is a block grant that the district administers. There will be general foundation guidelines to the specific requirements and the typed of projects that will be undertaken will be determined by the district. This will permit creativity and also permit accountability. The funding will be only local funds and District Designated Funds with no money coming from the world fund. Up to 50% of the DDF fund may be allocated to district grants and within that 50% there is no minimum or maximum monetary limit on the size of the request. Future Vision Update, Nov. 2008

Funding Attributes Global Grants Initiated by qualified club and/or district DDF, World Fund, cash flow through, PF earnings, named gifts Larger awards (min. US$15,000) and project costs World Fund match of DDF, cash, and DAF Streamlined stewardship and accountability Global grants these will be initialed either by a qualified club or by a district. Funding will include the district designated funds, World Funds, cash flow though funds, permanent fund earnings, and earnings from named gifts. This will involve larger awards. The minimum foundation award for a global grant will be U.S. $15,000. Club- and district- developed global grants will provide a World Fund match to DDF, cash, and donor advised funds. Future Vision Update, Nov. 2008

Timeline – Year 0 Planning & Preparation Years and Communicate and promote to Rotary world Select, train & qualify up to 100 pilot districts Educate DGEs, DRFCs, RRFCs on new grant model When will the Future Vision Plan get started? We are currently in a two-year planning and preparation phase to begin awarding grants to pilot clubs and districts on 1 July In the second half of this Rotary year the Foundation will distribute information to all districts about the plan and how to apply to become a pilot district. The Foundation will select, train, and qualify up to 100 districts to participate in the pilot, with significant training and education for DGE’s, DRFC Chairs, and RRFC’s. During the next two years, the Foundation will promote and communicate the Future Vision Plan to the Rotary world. Future Vision Update, Nov. 2008

Timeline – Year 1 Pilot Phase Begin awarding grants to pilot districts Update on pilot to Trustees Last year to fund some current programs In year 1of the pilot, the Foundation will begin awarding grants to pilot districts and monitor the successes and challenges of the initial year. We will be operating two grant-making models at the same time. We will have up to a hundred districts participating in the future vision model of the Rotary Foundation. While the other 430 districts of the world will be participating in the current model of the Rotary Foundation. Because we will be operating two Rotary Foundations in parallel for the three years of the pilot it will be absolutely necessary to phase out some programs of the Foundation. The 1st year of the pilot will be the last year that the following activities will be available: Multi Year Ambassadorial Scholarships Cultural Ambassadorial Scholarships Rotary Grants for University Teachers 3-H Grants Volunteer Service Grants Disaster Recovery Grants Future Vision Update, Nov. 2008

Timeline – Year 2 Pilot Phase Continue awarding grants to pilot districts Evaluation of pilot successes and challenges Final pilot evaluation to Trustees In year 2 of the pilot the Foundation will continue awarding grants to pilot districts and complete a formal evaluation of the new structure for consideration by the Trustees. Future Vision Update, Nov. 2008

Timeline – Year 3 Pilot Phase Continue awarding grants to pilot districts Final pilot evaluation Adjust grant model for full rollout Qualify and train all districts In year 3, the Foundation will still continue to award grants to pilot districts and finalize the evaluation of the pilot for necessary adjustments to the grant structure. The Trustees expect that the pilot districts will provide a lot of feedback in testing the strategies and assumptions of the plan and (as the pilot goes forward) there will necessarily be certain adjustments made based upon the feedback received by the foundation. Future Vision Update, Nov. 2008

Timeline – Full Rollout Full Rollout Begin awarding new grants worldwide Phase out remaining programs During this 3rd year of the pilot all remaining districts will then be qualified and trained on the new grant structure of The Rotary Foundation. And, then in , the Trustees plan to complete the full rollout of the Future Vision Plan to the entire Rotary world. Future Vision Update, Nov. 2008

Pilot Application/Training
Future Vision Plan Update, Nov 2008 Pilot Application/Training All districts worldwide invited to apply District application process complete June 2009 Online process Agreement of DG, DGE, DGN, DRFC Agreement of ⅔ clubs in districts Training within RI training cycle Involves DGE, DRFC, RRFC If you would like to be part of this historical pilot for “A Foundation for the Future”, you are encouraged to help us. All districts worldwide will be invited to apply, and we will open the district application process in January Two-thirds of the clubs in the district will need to agree to participate in the pilot, along with the current and next two district governors and the DRFC committee chair. The 100 districts accepted into the pilot will be notified on the 01 June 2009. The training of the districts will occur within the training cycle in January or February of That training will involve DGE, DRFC chairs, and RRFCs to ensure consistency and continuity. We will have two Rotary Foundation grant-making models operating at the same time until the full the full rollout of the Future Vision Plan in Future Vision Update, Nov. 2008

Selecting Pilot Districts
Future Vision Plan Update, Nov 2008 Selecting Pilot Districts Diverse cross-section Diverse grant activity (small and large) Reporting and stewardship practices Election / appointment disputes Effective committees No probation / suspension Now, how does the Foundation select the pilot districts? There are no minimum requirements to participate as a pilot district. We are attempting to achieve a diverse cross section of districts from around the world. We need districts with large grant activity and districts with small amount of grant activity. Many additional aspects of district’s administration will also be considered, including: reporting and stewardship practices, history of election and committee appointment disputes, and the effectiveness of committees in the operation of Rotary Foundation programs. And of course no district that is currently under suspension or probation from participating in Rotary Foundation programs will be accepted into the pilot. Future Vision Update, Nov. 2008

Opportunities & Challenges
Future Vision Plan Update, Nov 2008 Opportunities & Challenges Provide input into the refinement of new structure Receive specialized Foundation support and service Access to more funds for use at district’s discretion Agree to 3-year commitment “Super-user” districts may have less access to funds So why would a district want to be a pilot district? We want to make it very clear that there are both opportunities and challenges for those districts who undertake to participate in the pilot. Any district who participates in the pilot will have a unique opportunity to provide input into the refinement of the new grant structure. Those districts will receive specialized foundation support and service. After all a principle focus during this period will be making the Future Vision Plan successful. And through the district grant process these districts in the pilot will have earlier access to more funds for use at the districts discretion since the current district simplified grant permits only 20% of DDF to be utilized and the new district grant will permit up to 50%. However there will be some challenges for districts as well. Each district must agree to a three year commitment. A district cannot enter the pilot and then decide that they wish to withdraw from the pilot. Districts will need to be patient and flexible because we are certain that as our program moves forward there will be changes that were not expected at the beginning. And some of our super user Rotary districts may have less access to funds because they will be limited in global grants to only participating with other districts that are also in the pilot. Future Vision Update, Nov. 2008

The Trustees appreciate your consideration as the Foundation assembles and implements this plan. The Trustees recognize that we don’t have all the details worked through yet. The detailed processes to support the plan are still being formulated. If you have any questions, additional information and details are available through The Rotary Foundation at the website noted on the screen. Additionally, specific questions about the details of the plan can be sent to The Foundation can address some of the specifics that we are unable to address in this short presentation. In closing, the Trustees believe the Future Vision Plan simplifies Foundation programs and administration, aligns outcomes with the mission of the Foundation, increases ownership at the local level, and provides necessary funding and resources to achieve the goals of our foundation. Our mission is to enable Rotarians to improve health, support education and alleviate poverty. That’s what we are trying to do with the Future Vision Plan. With the Future Vision Plan, The Rotary Foundation stands at a moment of unprecedented change and unequalled opportunity. And that change and opportunity will come because of your efforts and the efforts of Rotarians around the world to help improve our Foundation. Thank you very much. Future Vision Update, Nov. 2008

The Rotary Foundation’s Future Vision Plan

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